Estate planning often intersects with cultural traditions and religious practices. Without awareness and sensitivity, even a technically flawless plan can fail in practice. This new program provides practical strategies for identifying and honoring client values while maintaining compliance with federal and state lawas well as SJC professional responsibility rules.
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.